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Pricelist

The pricelist is one of the most important statements concerning any type of business. It is the list of current prices offered by you for your products and services to your customer. These pricelists may vary with different occasions and market trends.

For managing pricelists in Odoo, you should go to Sales -> Configuration -> Settings and activate the feature Pricelists under the Pricing section.

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By using this option you can set multiple prices per product or can enable advanced price rules for pricelists. That means in the Odoo platform you can create two types of sales pricelists. The first type is the multiple prices per product and this allows customer segments and the use of different pricelists for different countries having different currencies. The second type the Prices computed from formulas is used for discounts, margins, roundings. It will be helpful for setting price change rules. The changes can be relative to the public price, product cost price, or to another pricelist.

Let us have a look at how to create the pricelists in Odoo.

Here in the Odoo platform, two types of pricelists are available.

1. Multiple prices per product

2. Advanced price rules

Pricelists under multiple prices per product

For creating a new pricelist you can select the pricelist arrow available in the settings of the sales module or you can go to Sales -> Products -> Pricelists. The image of the window is depicted below

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Here in this window, you can view all the pricelists defined in the platform and you can create a new pricelist by selecting the create icon available.

odoo-sales-invoice

This image depicts the pricelist creation window where you can provide the pricelist name, allocate the currency along with company details. Under the Price Rulestab, you can create pricelist items by selecting the Add a line option available. The pop-up window of the create pricelist item is depicted below.

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You can give the details such as product details, minimum quantity, start, and end date, currency, compute price rule, and many more. After that, you can click on the Save & Close button available. Now the details are displayed in the pricelists window as shown below.

odoo-sales-invoice

You can add many products likewise.

Under the Configuration tab of the pricelist window, you have the other options such as country groups which is the option to allocate the pricelist of a product to a country group in particular. By selecting this option you can restrict the use of a specific pricelist in the selected country group. The discount policy can be allocated in two ways. Discount included in the price or show public prize and discount to the customer. Moreover, you can provide the website details and eCommerce promotional code. Additionally, you can enable the selectable option for allowing the buyer to view the pricelists from the website.

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As we clear on the operations of multiple prices per product and now let us have a look at Advanced price rules terminology.

Advanced Price Rules (discounts, formulas)

First of all, you should enable the advanced price rules option from settings and save the changes.

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In the Odoo platform, the Advanced price rule based on the formulas feature helps you to set price change rules. Price changes can be relative to the public price, product cost price, product list, catalog price, or to another pricelist. The changes are calculated via discounts or surcharges making it suit with the minimum and maximum margin set by the user.

For creating a new pricelist you can take the following steps Sales -> Products -> Pricelists. The image of the window is depicted below where you can view all the create pricelists.

odoo-sales-invoice

Here in this window, you can view all the created pricelists and their discount policies along with the currency, website status, website, and company. You also have the provision to create a new one by selecting the Create icon. The image of the window is depicted below.

odoo-sales-invoice

Here in the pricelist creation window, you can allocate the pricelist name along with currency and company details. You can add the pricelist items under the Price Rules tab available by selecting the Add a line option. The image of the pop-up window is depicted below.

odoo-sales-invoice

In the window different options for applying pricing rules such as All products, Product Category, Product, Product variant. You can define the currency and company along with the minimum quantity, it is the minimum quantity required to apply pricelist rules. Also, you can allocate the starting date for applying pricelist and the ending date for applying pricelist. Moreover, the price computation is available for calculating the price in different methods. They are described below.

Fixed price: the fixed price method is used to calculate or apply the fixed price for a product or group of products.

Percentage (discount): percentage or discount option is used to determine a percentage discount on the sales price of the product, product variants, product category. In case, if you are planning to give a discount on a product for two days, you can follow this method.

Formula: In the formula, the price of the product is calculated using the formula.

After providing all the required information you can select the Save & Close button available. Now the created pricelist item will be added to the Price rules tab.

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Under the Configuration tab, you have so many options such as country groups, options for allocating discount policies. Additionally, you can specify the website and the eCommerce promotional code

As we are clear on the feature Advanced Price Rule in the module and now let us discuss the Optional products in the platform.

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